Add/Edit People Account Experience

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To Add Account Experience for a Person:

1.Open the Person record.

2.Click the Experience > Account Experience tab.

3.Click the Add New Company to List icon.

4.Add/edit Type, Status, From date, To date, Comments.

5.Click the Save Changes icon.

To Delete Account Experience for a Person:

1.Open the Person record.

2.Click the Experience > Skills tab.

3.Select a Skill (highlighted).

4.Click the Remove Selected Company icon.

5.Click the Save Changes icon.

 

Example: Person Account Experience

PeopleExperienceAccountExperienceB